Shulou(Shulou.com)11/24 Report--

CTOnews.com November 7 news, today, TrendForce Jibang Consulting released a report that due to the double attack of the sluggish peak season and the conservative attitude of ODM, the average BB Ratio (order-to-shipment ratio) of MLCC (chip multilayer ceramic capacitors) suppliers is expected to decline to 0.81in the fourth quarter.

The report points out that since November, Murata and Samsung have successively received small urgent orders from Netcom, motherboards, display cards, and Chinese second-tier mobile phone brands, indicating that after the demand for motherboards and graphics cards first declined in the first quarter of this year, coupled with the continuous adjustment of inventory by brands, it has recently returned to a healthy water level. It is worth mentioning that traders who actively cut prices and scramble for orders in China's spot market in the third quarter have recently begun to stop quotation and supply, causing some second-tier mobile phone brand manufacturers to urgently seek the support of original suppliers, which means that the demise of inventory in China's spot market is coming to an end.

CTOnews.com learned that according to TrendForce Jibang Consulting Survey, as of early November, the average inventory level of MLCC suppliers was still about 90 days, while the average inventory of channel agents also fell at 90-100 days. If you add the large ODM, the current average MLCC inventory is still at 3-4 weeks (about 30 days), which is still a long way from the average healthy water level of the overall market (total agents, suppliers, ODM).

▲ source: TrendForce Ji Bang Consulting looks forward to 2023. TrendForce Ji Bang Consulting said that the reversal of terminal consumer demand may be delayed under the influence of the weak global economy, complex international situation and epidemic situation. However, with the gradual alleviation of the shortage of semiconductor IC in the automotive market, the pulling power is robust, which has become the main operating focus of suppliers next year.

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